Purchases and Sales Made in Q4 2024 in Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P DIVIDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
124+ 3.97% |
$16.3K - $17.9K
|
3.25K
$434K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
120+ 0.46% |
$15.8K - $17.3K
|
26.3K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
118New |
$15.5K - $17K
|
118
$15.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
117+ 0.28% |
$15.4K - $16.8K
|
42.4K
$5.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
112+ 6.09% |
$14.7K - $16.1K
|
1.95K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
110+ 3.8% |
$14.5K - $15.8K
|
3.01K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
102New |
$13.4K - $14.7K
|
102
$13.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
100New |
$13.2K - $14.4K
|
100
$13.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
98+ 1.98% |
$12.9K - $14.1K
|
5.06K
$676K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
97+ 6.12% |
$12.8K - $14K
|
1.68K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
86+ 0.69% |
$11.3K - $12.4K
|
12.5K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.6% |
$11.3K - $12.4K
|
14.4K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
79+ 1.41% |
$10.4K - $11.4K
|
5.67K
$757K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76+ 4.93% |
$10K - $10.9K
|
1.62K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
76+ 1.11% |
$10K - $10.9K
|
6.92K
$924K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
75New |
$9.87K - $10.8K
|
75
$10K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74+ 0.69% |
$9.74K - $10.7K
|
10.7K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
69+ 3.25% |
$9.08K - $9.94K
|
2.19K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
67+ 0.49% |
$8.82K - $9.65K
|
13.8K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
66+ 4.4% |
$8.69K - $9.5K
|
1.57K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
65+ 1.41% |
$8.56K - $9.36K
|
4.68K
$626K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61+ 1.24% |
$8.03K - $8.78K
|
5K
$668K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 3.49% |
$7.24K - $7.92K
|
1.63K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
55+ 0.59% |
$7.24K - $7.92K
|
9.33K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
52+ 3.5% |
$6.85K - $7.49K
|
1.54K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
49+ 0.59% |
$6.45K - $7.06K
|
8.33K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
47+ 2.54% |
$6.19K - $6.77K
|
1.9K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 1.42% |
$5.92K - $6.48K
|
3.21K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
43+ 1.77% |
$5.66K - $6.19K
|
2.47K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
41+ 1.77% |
$5.4K - $5.9K
|
2.36K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
37+ 2.36% |
$4.87K - $5.33K
|
1.6K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
35+ 0.65% |
$4.61K - $5.04K
|
5.44K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33+ 0.75% |
$4.34K - $4.75K
|
4.46K
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.37% |
$4.34K - $4.75K
|
8.95K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
32+ 1.18% |
$4.21K - $4.61K
|
2.75K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
31New |
$4.08K - $4.46K
|
31
$4.14K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
29+ 0.08% |
$3.82K - $4.18K
|
36.7K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
24+ 0.41% |
$3.16K - $3.46K
|
5.83K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
23+ 0.65% |
$3.03K - $3.31K
|
3.55K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$2.94K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.33% |
$2.76K - $3.02K
|
6.42K
$858K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19+ 0.2% |
$2.5K - $2.74K
|
9.52K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$2.24K - $2.45K
|
4.88K
$652K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15+ 0.81% |
$1.97K - $2.16K
|
1.87K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
15+ 0.96% |
$1.97K - $2.16K
|
1.58K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14+ 0.17% |
$1.84K - $2.02K
|
8.24K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
13+ 0.7% |
$1.71K - $1.87K
|
1.88K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
13+ 0.79% |
$1.71K - $1.87K
|
1.65K
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
12+ 0.46% |
$1.58K - $1.73K
|
2.64K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
11+ 0.71% |
$1.45K - $1.58K
|
1.57K
$210K
|